10 AI News You Should Take a Look At

2. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders: 193

NVIDIA Corporation (NASDAQ:NVDA) focuses on AI-powered solutions, providing platforms for data centers, autonomous vehicles, robotics, and cloud computing.

On January 27, Nvidia posted its comments about Deepseek. It highlighted it as a prime example of Test Time Scaling, showcasing how new models can be developed using existing resources while requiring extensive GPUs and high-performance networking for inference. The firm said:

“DeepSeek is an excellent AI advancement and a perfect example of Test Time Scaling. DeepSeek’s work illustrates how new models can be created using that technique, leveraging widely-available models and compute that is fully export control compliant. Inference requires significant numbers of NVIDIA GPUs and high-performance networking. We now have three scaling laws: pre-training and post-training, which continue, and new test-time scaling.”

Additionally, Cantor Fitzgerald views DeepSeek’s V3 LLM release as highly positive for compute demand and NVIDIA, dismissing concerns about peak GPU spending. It believes the push toward AGI and Jevons Paradox will drive increased demand for compute and suggests NVDA shares are a buy during any weakness.